Discover the status settings panel on SwiftCase workflow builder: control what your stakeholders initially see at each stage of a workflow. … Read More
Guides
Workflow Builder – Workflow Configuration
Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details. … Read More
Automated Events
Discover how automated events in swiftcase can reduce the need for manual action on a Task. Send emails,documents, gather client data and allocate staff without lifting a finger! … Read More
Tags: Automated Events, Tasks, Workflow Builder
The Workflow Builder
Discover how the workflow builder can help you customise your workflows instantly. … Read More
Tags: Tasks, Workflow Builder
Configuring the User Listing Columns
Find out how to prioritise the display of additional key information about users in SwiftCase user index page. … Read More
Tags: User Information, User Listings, User Types, Users
Export a list of Users as a .csv file
Learn how to export all your key user information from SwiftCase as a versatile .csv file, enabling your team to export data to another app. … Read More
Tags: User Export, User Information, User Types, Users
Creating/Editing a Document Template
Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents. … Read More
Tags: Document Templates, Documents, Questions, Tasks
Creating/Editing an Email Template
Discover how to create and edit an email template on SwiftCase. Enable your team to automate the sending of captured data. … Read More
Tags: Email Templates, Questions, Tasks
Case Relationships
Gain an insight into how case relationships work on SwiftCase, so your team can assign the right users at the right time. … Read More
Tags: Case Relationships, Tasks, User Information, User Types, Users
User Types in SwiftCase
Familiarise yourself with the different user types in SwiftCase and enable your team to control the allocation of team members and suppliers … Read More
Tags: User Information, User Types, Users